How to choose a financial planner / advisor, and the Value you get with a certified professional to reach and secure your personal life-goals, family security, business and wealth development, retirement income, and family estate. <> Avoid and reduce risks of fraud, investment losses, wealth hazards, and missing the life and comfort you need. <> References to stewardship, integrity, aligning your wealth to achieve personal life goals, ....and reference to additional resources.

1. What you want in
a Certified
Financial Planner
.
Brian Weatherdon MA, CFP, CLU, CPCA, MDRT
Author, Speaker, Certified Financial Planner.
Aligning your Wealth & Life to overcome fears and
secure your income, lifestyle, & comfort to age 105

2. Why you want a financial planner
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Solve problems:
Relieve worries:
Parents’ needs:
Children/family:
Fraud, setbacks:
Risks, losses:
Life changes:
(debts, uncertainty, financial loss)
(will I have enough, or run short?)
(will I work to 80 supporting them?)
(will they be safely independent?)
(who can protect me?)
(who can protect me?)
(marriage, divorce, widowhood,
retirement, selling business,
thriving through senior years)

3. Life stages . . .
• Earlier stages of getting married, establishing
home and family, insuring risks/hazards.
• Middle stages of reducing debt, accelerating
wealth, starting to ‘practice future dreams’,
ensuring children & parents will be secure.
• Retirement & senior years, enjoying life and
preserving wealth – feeling comfortable,
independent, and secure!

4. To secure our future . . .
• Your work and effort will be rewarded
• Proven principles to reduce risks & hazards
• Processes to say, you’ll never run out of
money
• Build wealth and assure lifelong results
• Achieve the lifestyle of your dreams
• Sustain freedom, secure independence.

5. For your family . . .
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Guiding you today and to next stages
How do you see the future? ...when? ...what?
Who is dependent on you: parents, children?
Is there illness or are special needs involved?
Assuring your comfort & security always...
Value for your family estate...

6. In family business ...
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Financial & wealth strategies in your business
Considering sale, succession, transitions...
Mentoring/training successors in business
Separating yourself with “mini-retirements”
Business valuation and purifying for sale
Strategic wealth planning in your business
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See Exit Strategies for Business (also available in video)
http://guaranteedincome4life.ca/blog/exit-strategies-for-business/

7. With your Pension . . .
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Aligning with your personal lifestyle goals
Indentify risks of underfunded pensions
Reduce risks if privatizing your pension
Fixed allowance versus Flexible for Life?
A pension asset vs. personal & family asset?
Pensions: Lifestyle, Health, Estate values...
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See Exit Strategies from a Pension for the Life You Choose (also in video)
http://guaranteedincome4life.ca/blog/exit-strategies-from-a-pension/

8. In a world of Fraud and Selfishness
• Designations: evidence of training and experience.
Not necessarily a guarantee of common sense and
ethical integrity.
• Friends’ recommendations: a source of trust, yet
Bernie Madoff, Earl Jones, and each week’s news
prove fraud can spread among friends.
• Weigh planners’ designations, report of friends or
other trusted advisors, and an internet search to
confirm service, integrity and stewardship.

9. Coach and Counsel for Life ...
• Trust and friendship develop where heartfelt
discussions touch Wealth and the Future to
achieve and secure Life’s Dreams.
• Member of your trusted Stewardship Team
which depending on your needs can include
your legal, accounting, tax advisors ...and more.
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See Financial Stewardship for Life and Estate
http://guaranteedincome4life.ca/resources/value-of-financial-stewardship/

10. Results of Certified Financial Planning
• People who plan get results that are the envy
of people who fail to plan.
• More than doubling the resources people
bring into their retirement or estate.
• Secures wealth and life-income where others
too soon run out of $$ in their 70s, early 80s.
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11. Results of Certified Financial Planning
• What are the results you need and want? How
long must these results last? How will your life
look and feel when you have these results?
• What is most vital for you in choosing a
financial planner? How will you judge their
experience and ability to serve you? Who and
where will you seek to find this steward for
your life’s dreams and ongoing wealth?

12. Reach me for an opening
consultation on the power of
Certified Financial Planning
to secure your Wealth & Life
Brian Weatherdon MA, CFP, CLU, CPCA, MDRT
Brian@SovereignWealth.ca 905-637-3500 x 223
Aligning your Wealth & Life to overcome fears and
secure your income, lifestyle, & comfort to age 105

13. Closing comments . . . .
• Stories in this wider series express ways to preserve value and
secure decisions in business, pension, & savings, and attain
results for personal security, life income, and family estate.
• Reach me directly to speak together in person. Further
information & resources also at www.GuaranteedIncome4Life.ca
• You’ll also want to get “A Lifetime Of Wealth -- And How Not
To Lose It” ... 5-star rated and highly endorsed, from Amazon,
Kindle, and local bookstores. Peak inside at www.Amazon.com.
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Brian Weatherdon MA, CFP, CLU, CPCA, MDRT
Brian@SovereignWealth.ca 905-637-3500 x 223
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